Business Planning Services
Edward C. Sarno, CPA
Authoritative Answers to Accounting, Tax and Financial Questions
Business Planning Services:
Business Planning Services
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Business Planning Services:

At Edward C. Sarno, CPA, we usually provide Business Planning Services to existing clients, but we are also called on to provide these services to closely-held businesses and individuals who use other firms for their accounting and taxes.

With a heavy reliance on creativity, and adherence to our mission of "helping clients to maximize the rewards for their efforts", we provide this partial listing of Business Planning Services:

Financing packages for banks & others
including advice on how and where to obtain financing.

Preparation of written business plans
whether it is just the financial portions of the plan or the entire plan - we can write a document that conveys the intended messages.

Cash flow planning
since "cash is king" for closely held businesses, the Sarno consulting accountant can help you:
  • maximize your cash flow;
  • understand the relationship between various transactions and cash; and
  • plan the after-tax cash flow of business alternatives.

Assistance with various closely held business decisions such as,
  • whether to lease or buy equipment;
  • what type of entity to operate as;
  • what is another business worth? - see our Business Valuation Services;
  • how much is the value of your business;
  • buy-sell agreements;
  • negotiations and terms of business transactions - and the tax affect; and strategies to transfer property; and
  • review of various retirement plans - what is the right combination of various retirement plans to fund?